Job Description

Job Summary

We are looking for a

Field Sales Executive

to drive insurance sales through direct customer engagement, lead generation, and relationship management. The candidate will be responsible for promoting various insurance products, achieving sales targets, and expanding the company's customer base.

Key Responsibilities

Generate leads and identify potential clients through cold calling, referrals, field visits, and networking. Meet clients to understand their financial needs and recommend suitable insurance products. Achieve monthly, quarterly, and annual sales targets. Conduct presentations and explain policy benefits to potential customers. Build and maintain long-term relationships with customers to ensure renewals and cross-selling opportunities. Coordinate with the sales team and branch office for smooth policy processing and claim settlements. Maintain daily sales reports and update CRM or internal systems regularly. Stay updated with industry trends, competitors' offerings, and regulatory changes.

Required Skills & Qualifications

Education:

Minimum Graduate preferred.

Experience:

1-3 years of experience in field sales, preferably in the

insurance or financial services sector

.

Skills:

Strong communication and negotiation skills Excellent interpersonal and customer service skills Ability to work independently and meet deadlines Basic knowledge of insurance products and policies Comfortable with extensive fieldwork and client meetings

Key Performance Indicators (KPIs)

Monthly and quarterly sales achievement Number of leads generated and converted Client acquisition and retention rate Cross-selling and upselling performance
Job Type: Full-time

Pay: ₹20,000.00 - ₹35,000.00 per month

Application Question(s):

Do you have insurance experience
Language:

Hindi (Preferred)
Work Location: In person